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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,434 | $50,554+171.9% | $67,681+103.1% | $87,485+57.1% |
| Participation rate | 34.1% | 67.7%-33.6pp | 73.7%-39.6pp | 68.9%-34.8pp |
| Annual return | 21.16% | 17.81%+3.3pp | 590.58%-569.4pp | 26.06%-4.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,939 | $2,961-34.5% | $3,976-51.2% | $4,274-54.6% |
| Admin fee / account holder | $4,983 | $4,132+20.6% | $6,100-18.3% | $7,775-35.9% |